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Donald John Depalma

BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC·WESTERVILLE, Ohio
Unclaimed Profile
155 COMMERCE PARK DRIVE, WESTERVILLE, OH 43082CRD# 2271163Firm CRD# 143638
01

About

Donald John Depalma is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC
BUCKEYE WEALTH MANAGEMENT LLC
AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2271163
Firm CRD# 143638
5 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald John Depalma offer?
Donald John Depalma specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTERVILLE, Ohio for a consultation.
What are Donald John Depalma's credentials?
Donald John Depalma is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald John Depalma located?
Donald John Depalma is based in WESTERVILLE, Ohio, working with BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.
How does Donald John Depalma charge for services?
Donald John Depalma's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC?
BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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